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A collection of some of the most important sample documents, templates and tools for trustee boards.

Governance

These are some of the most important documents that an organisation needs if it wants to have a healthy, well-run trustee board. NCVO's governance experts have written or signposted to model versions of each one.

Governance

Information on annual reports and accounts for charities, and sample documents.

A template agenda for a board meeting.

A sample code of conduct for trustees.

Sample declaration of interests form for trustees

Sample trustee expenses claim form

A sample management calendar for users to adapt for their own organisations

A template risk register is a framework for identifying, assessing and recording the risks that your organisation faces

Sample role descriptions for a range of trustee roles

Employing and managing staff
Equity, diversity and inclusion

Coronavirus
Responding to crises
Government and politics

Government and politics
Involving volunteers

Government and politics
Involving volunteers

Government and politics

Equity, diversity and inclusion
Governance

Employing and managing staff
Collaboration

Employing and managing staff
Collaboration

Funding and income
Coronavirus
Responding to crises

Equity, diversity and inclusion
Involving volunteers

A sample redundancy policy, designed for small charities and voluntary organisations

A sample retirement policy, designed for small charities and voluntary organisations

A sample shared parental leave policy, designed for small charities and voluntary organisations

A guide to help you develop a sickness absence policy and procedure for your organisation

A sample stress policy, designed for small charities and voluntary organisations

A sample whistleblowing policy and procedure, designed for small charities and voluntary organisations

Guidance on the steps you should take when recruiting and inducting paid members of staff

Employing and managing staff

Guidance on designing a new role within your organisation

Employing and managing staff

Guidance to help you decide how and where to advertise a role

Employing and managing staff

This course will help people with little or no financial background to feel confident in managing day-to-day charity finance

This practical course is specifically tailored to the voluntary sector. It’s designed to give you all the principles and practical tools you need to plan, deliver and evaluate your project successfully.

This course will take you through the essentials of lawful data processing for charities and help improve your compliance with the law

This course provides an introduction to the key differences between mentoring and coaching. You’ll learn how to use both skills effectively to develop and support staff, volunteers and clients

This course will give trustees an overview and understanding of charity governance, regulation and best practice

This course will revisit the core financial duties of a charity trustee and explore what it means to practice good financial governance

This course will introduce processes and tools to help ensure that decision-making is responsive to your environment and focused on the most important issues affecting your organisation

This course has been created by The Social Justice Collective to help you understand, address and embed equality, diversity and inclusion (EDI) into your governance practice

This course will develop your skills and help you use a marketing approach to recruit volunteers

This course provides an introduction to the key principles of good volunteer management and how to apply them in your organisation

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Charity finance skills (1 day)

Project management in the voluntary sector (2 days)

Data protection essentials (2 x 0.5 days)

Mentoring and coaching (0.5 day)

Charity trustee induction and refresher (2 x 0.5 days)

Financial governance for trustees (0.5 day)

Strategic planning: tools for decision making (1 day)

Equality, diversity and inclusion (EDI) in charity governance (2 x 0.5 days)

Recruiting volunteers (0.5 day)

Good practice in volunteer management (1 day)

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